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Insurance and financial services, namely, actuarial services, insurance administration, financial analysis and consultation; insurance services, namely, underwriting, issuing and administration of life insurance; asset management; annuity underwriting; financial protection services, namely, life insurance underwriting; financial administration of retirement plans; financial management services, namely, income management; financial planning for retirement; retirement plan administration services; disability insurance services; long term care insurance services; financial information provided by electronic means; insurance and securities brokerage; broker-dealer services, namely, purchase and sale of securities products, namely, mutual funds and unit investment trusts, mutual fund distribution services, administration of employee benefit plans, fiduciary representative services, electronic funds transfers, investment advice, investment management; money management; mutual fund investment services; administration of employee pension plans, pooled investment fund management, retirement investment management, estate trust management services, securities underwriting and securities brokerage *, excluding 529 college savings plan related services*